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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,357 | $48,277-51.6% | $67,511-65.4% | $80,874-71.1% |
| Participation rate | 74.2% | 66.4%+7.8pp | 72.9%+1.3pp | 67.6%+6.6pp |
| Annual return | 21.26% | 18.27%+3.0pp | 3517.41%-3496.1pp | 35.62%-14.4pp |
| Employer contribution / active EE | $2,100 | $2,021+3.9% | $2,733-23.2% | $2,756-23.8% |
| Participant deferral / active EE | $3,427 | $2,926+17.1% | $4,000-14.3% | $4,297-20.2% |
| Admin fee / account holder | $359 | $3,687-90.3% | $3,999-91.0% | $6,935-94.8% |